2026-03-21T12:26:45-07:00 2025-12-31 043447507 FRITZ DEGUGLIELMO LLC 8 ESSEX STREET NEWBURYPORT MA 01950 990PF 2025-01-01 043267731 H Patterson Hale Jr Charitable Foundation HPAT 9784622986 7 Lorum Street Newburyport MA 01950 Leslie A Ferlazzo Trustee 9784622986 2026-02-21 true Stephen J DeGuglielmo CPA P00166992 9784622161 2026-03-21 2025 2025-03-06 01:10:19Z X 3692079 X X 30 30 77534 77049 3050190 3854643 3050190 952 0 0 3127754 3127269 952 15000 15000 0 2630 2630 525 175 350 0 0 70 18225 175 17980 185000 185000 203225 175 202980 2924529 3127094 952 30587 64530 64530 0 0 415903 2731936 2770033 222679 865644 857516 0 65560 0 0 0 0 0 0 734729 3662110 3692079 0 0 0 0 0 X 734729 3662110 734729 3662110 734729 3662110 734729 2924529 2852 3662110 3662110 Publicly Traded Securities UBS ST covered lots P 2025-01-02 2025-12-31 122636 0 121684 952 0 0 0 952 Publicly Traded Securities UBS LT covered lots P 2024-01-02 2025-12-31 1079555 0 339664 739891 0 0 0 739891 Publicly Traded Securities UBS LT noncovered lots P 2024-01-02 2025-12-31 2652452 0 343105 2309347 0 0 0 2309347 3050190 952 43467 0 43467 0 43467 0 0 0 X 126 43593 0 false false false false false false false true true MA true false false false false true N/A Leslie A Ferlazzo 9784622986 7 Lorum Street Newburyport MA 01950 false false false false false false false false false false false false false false false false false false false false Leslie A Ferlazzo 7 Lorum Street Newburyport MA 01950 Trustee 2.00 10000 0 0 Katharine Lord 9 Orange Street Apt 2 Newburyport MA 01950 Trustee 1.00 5000 0 0 NONE 0 NONE 0 Charitable contributions made to 7 non-profit organizations. 185000 3641440 59758 0 3701198 0 3701198 55518 3645680 182284 182284 43467 43467 138817 138817 138817 202980 202980 138817 25869 0 0 0 0 140 140 202980 25869 0 0 138817 38294 38434 0 0 0 0 0 38434 0 0 0 140 38294 None None X Theater in the Open 1 Spring Lane Newburyport MA 01950 PC Unrestricted General Support 20000 Historical Society of Old Newbury 98 High Street Newburyport MA 01950 PC UnrestrictedGeneral Support 86000 Lowell's Boat Shop & Musuem 495 Main Street Amesbury MA 01913 PC UnrestrictedGeneral Support 14000 Newburyport Art Association 65 Water Street Newburyport MA 01950 PC UnrestrictedGeneral Support 12000 Mass Audubon Society 1 Plum Island Turnpike Newburyport MA 01950 PC UnrestrictedGeneral Support 25000 Custom House Maritime Musuem 25 Water Street Newburyport MA 01950 PC UnrestrictedGeneral Support 20000 Sawyer's Hill Burying Ground Curzon Mill Road Newburyport MA 01950 PC UnrestrictedGeneral Support 8000 185000 14 30 14 77534 18 3050190 3127754 3127754 false false false false false false false false false false Fritz DeGuglielmo LLC Tax 2630 See attached statement 865644 857516 See attached statement 2731936 2770033 State Filing Fees 70 Basis adjustment 2852 UBS Financial Services Asset Management 175 175 Joseph Ferlazzo Secretarial Services 350 350